Keep Outlook and Dynamics in Sync
Capture More Activity. Reduce Manual Work.
When Outlook and Microsoft Dynamics are not connected effectively, teams lose time, CRM timelines become incomplete, and leaders have less confidence in pipeline data. Riva helps keep activity capture running smoothly, so sellers can stay focused on customer relationships.
Inside this overview, see how Riva helps organizations:
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- Capture emails, appointments, tasks, and follow-up activity in Dynamics
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- Keep Outlook and Dynamics calendars aligned, including recurring appointments
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- Bring CRM context and common follow-up actions into Outlook
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- Apply the governance and security controls enterprise teams need
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- Reduce manual logging while building more complete customer histories
Unlock Client Data. Elevate Client Experiences.